WIA
Westbourne Investment Advisors’s Boeing BA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,687
| Closed | -$288K | – | 108 |
|
|
2025
Q1 | $288K | Hold |
1,687
| – | – | 0.1% | 74 |
|
|
2024
Q4 | $299K | Buy |
1,687
+20
| +1% | +$3.55K | 0.1% | 74 |
|
|
2024
Q3 | $253K | Sell |
1,667
-150
| -8% | -$22.8K | 0.09% | 81 |
|
|
2024
Q2 | $331K | Sell |
1,817
-150
| -8% | -$27.3K | 0.12% | 72 |
|
|
2024
Q1 | $380K | Hold |
1,967
| – | – | 0.14% | 72 |
|
|
2023
Q4 | $513K | Buy |
1,967
+12
| +0.6% | +$3.13K | 0.21% | 63 |
|
|
2023
Q3 | $375K | Hold |
1,955
| – | – | 0.17% | 70 |
|
|
2023
Q2 | $413K | Sell |
1,955
-245
| -11% | -$51.8K | 0.18% | 73 |
|
|
2023
Q1 | $467K | Sell |
2,200
-55
| -2% | -$11.7K | 0.23% | 67 |
|
|
2022
Q4 | $430K | Hold |
2,255
| – | – | 0.22% | 68 |
|
|
2022
Q3 | $273K | Buy |
+2,255
| New | +$273K | 0.14% | 79 |
|
|
2022
Q2 | – | Sell |
-2,803
| Closed | -$537K | – | 86 |
|
|
2022
Q1 | $537K | Buy |
2,803
+17
| +0.6% | +$3.26K | 0.22% | 64 |
|
|
2021
Q4 | $561K | Sell |
2,786
-360
| -11% | -$72.5K | 0.22% | 63 |
|
|
2021
Q3 | $692K | Sell |
3,146
-721
| -19% | -$159K | 0.32% | 52 |
|
|
2021
Q2 | $926K | Sell |
3,867
-319
| -8% | -$76.4K | 0.42% | 46 |
|
|
2021
Q1 | $1.07M | Sell |
4,186
-1,008
| -19% | -$257K | 0.53% | 43 |
|
|
2020
Q4 | $1.11M | Sell |
5,194
-300
| -5% | -$64.2K | 0.65% | 34 |
|
|
2020
Q3 | $908K | Sell |
5,494
-799
| -13% | -$132K | 1.04% | 20 |
|
|
2020
Q2 | $1.15M | Sell |
6,293
-509
| -7% | -$93.3K | 1.42% | 18 |
|
|
2020
Q1 | $1.01M | Buy |
6,802
+769
| +13% | +$115K | 0.94% | 30 |
|
|
2019
Q4 | $1.97M | Buy |
6,033
+3,888
| +181% | +$1.27M | 1.34% | 22 |
|
|
2019
Q3 | $816K | Buy |
2,145
+10
| +0.5% | +$3.8K | 0.61% | 44 |
|
|
2019
Q2 | $777K | Hold |
2,135
| – | – | 0.63% | 44 |
|
|
2019
Q1 | $814K | Sell |
2,135
-165
| -7% | -$62.9K | 0.62% | 47 |
|
|
2018
Q4 | $742K | Hold |
2,300
| – | – | 0.64% | 47 |
|
|
2018
Q3 | $855K | Buy |
+2,300
| New | +$855K | 0.62% | 47 |
|
|
2016
Q3 | – | Sell |
-1,550
| Closed | -$201K | – | 108 |
|
|
2016
Q2 | $201K | Sell |
1,550
-1,160
| -43% | -$150K | 0.18% | 103 |
|
|
2016
Q1 | $344K | Sell |
2,710
-1,825
| -40% | -$232K | 0.33% | 75 |
|
|
2015
Q4 | $656K | Sell |
4,535
-560
| -11% | -$81K | 0.63% | 50 |
|
|
2015
Q3 | $667K | Buy |
5,095
+390
| +8% | +$51.1K | 0.67% | 51 |
|
|
2015
Q2 | $653K | Buy |
+4,705
| New | +$653K | 0.59% | 53 |
|